Schwallier Wealth Management LLC - Q12026 Holdings

Schwallier Wealth Management LLC holds 58 stocks with a total portfolio value of $ 136.89M as of Q12026. In Q12026, Schwallier Wealth Management LLC added 10 new positions, increased stakes in 19 stocks, reduced 27 holdings, and fully exited 6 positions. The largest holding is Invesco Exchange Traded Fd T (SPHQ), representing 20.68% of the total portfolio.